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CAAPX vs JVMTX
CAAPX vs JVMTX Comparison
Open Charts CAAPX vs JVMTX
Ariel Appreciation Investor
Price$41.38
Change-$0.50 (-1.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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CAAPX vs JVMTX Comparison Chart
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CAAPX vs. JVMTX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAAPX is a StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. CAAPX (1.02B). CAAPX (0.74) and JVMTX (0.73) have matching dividends . CAAPX was incepted earlier than JVMTX: CAAPX (35 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. CAAPX (17.00). JVMTX has a lower initial minimum investment than CAAPX: JVMTX (0) vs CAAPX (1000). JVMTX annual gain was more profitable for investors over the last year : 19.27 vs. CAAPX (9.59). JVMTX return over 5 years is better than : 43.64 vs. CAAPX (-4.28).
| CAAPX | JVMTX | CAAPX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 11 years | - |
| Gain YTD | 5.723 | 11.010 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 23.4B | 4% |
| Annual Yield % from dividends | 0.74 | 0.73 | 102% |
| Returns for 1 year | 9.59 | 19.27 | 50% |
| Returns for 3 years | -16.71 | 13.38 | -125% |
| Returns for 5 years | -4.28 | 43.64 | -10% |
| Returns for 10 years | -21.55 | 63.34 | -34% |
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